![wethos_icon_light-mode-nmcocwgai7dk3bq6c54sa7ubcw.svg]](https://24346244.fs1.hubspotusercontent-na1.net/hubfs/24346244/wethos_icon_light-mode-nmcocwgai7dk3bq6c54sa7ubcw.svg){kind=icon}
Overview
The Experts panel features simulated executive personas available inside every Brainstorm, ready to be tapped in for insights. Each Expert represents a specific leadership perspective, such as a Chief Financial Officer, Chief Marketing Officer, or Chief Legal Officer, and can be activated in-context to provide targeted analysis from that discipline.
This panel acts as an on-demand virtual roundtable, especially when you do not have direct access to a specific function or want to pressure-test an idea from a perspective that isn't currently represented in the room. By bringing these distinct executive viewpoints into your session, you can instantly analyze your strategies from multiple corporate angles.
Note: The Experts panel is built directly into every Brainstorm session, meaning you can access and change your selected virtual advisors at any stage of your workflow.
How to use Experts
Start a Brainstorm
Go to your Brainstorms page and click New Brainstorm, or select an existing one. Fill out the details, including the primary goal, target outcomes, desired team members, and any specific parameters you are working with.
Add your virtual advisors
Open the Experts panel from the icon rail on the right side of your Brainstorm.
The panel is pre-populated with a complete roster of simulated corporate roles. Click on any role to expand its Selected Expert card, showing what that role covers and their handle (for example, @xo-cfo). Select the specific experts whose perspectives are most critical to your current objective.
For example, if you are brainstorming a new product launch, you might select the CMO to evaluate market positioning, the CTO for technical execution, and the CLO to evaluate compliance.
Simulate diverse perspectives
Once you have chosen your advisors, click Insert in chat to bring that expert's perspective directly into your session. WethosXO™ will instantly respond from that role's point of view, grounded in the context of your discussion.
Use these distinct viewpoints to stress-test your plans. See how the virtual CLO might flag regulatory hurdles, while the CRO weighs the revenue implications and the CFO analyzes budget efficiency.
Ask an example question
If you are unsure where to start, click Example question on the expert's card. This generates a sample prompt tailored to that role's area of expertise to get the conversation flowing.
Available Experts
The current set of XO Experts includes:
| Expert | What it covers |
|---|---|
| XO Chief Financial Officer (CFO) | The company's financial health, from financial planning and reporting to capital structure and risk management |
| XO Chief Human Resources Officer (CHRO) | People strategy, talent management, organizational development, and workforce planning |
| XO Chief Information Security Officer (CISO) | Information security, data protection, risk assessment, and compliance |
| XO Chief Legal Officer (CLO) | Legal risk, regulatory compliance, contracts, and corporate governance |
| XO Chief Marketing Officer (CMO) | Brand strategy, go-to-market planning, demand generation, and market positioning |
| XO Chief Revenue Officer (CRO) | Revenue strategy, sales operations, pipeline management, and growth planning |
| XO Chief Technology Officer (CTO) | Technical strategy and vision, overseeing engineering and R&D to build and scale the products and platforms that drive the business |
When to use Experts
Early in a Brainstorm. Before the group commits to a direction, insert an expert from a function that isn't represented among your members. A product launch Brainstorm with no finance perspective, for example, benefits from hearing the CFO expert weigh in on budget implications before the plan solidifies.
When a new dimension surfaces. If the conversation shifts into legal, security, or technical territory that the current participants aren't equipped to evaluate, an expert can provide a structured perspective without needing to pull in a real person or pause the discussion.
To pressure-test a decision. Before logging a decision in the Decisions Hub, inserting a relevant expert can surface risks, tradeoffs, or considerations the group hasn't accounted for. The CRO might flag revenue impact, the CISO might flag a data handling concern, and the CLO might flag a compliance question.
When preparing a recommendation for leadership. If the Brainstorm's output will go to an executive audience, using experts during the discussion helps anticipate the questions those leaders are likely to ask.
Tips & best practices
Combine viewpoints. You can insert multiple experts in a single Brainstorm. A strategy discussion might benefit from both the CFO and CRO perspectives in sequence.
Expect context-driven responses. Experts respond in context. Their input is shaped by the Brainstorm's objective and what's been discussed so far, so the same expert can provide entirely different guidance across different Brainstorms.
Treat them as a complement, not a substitute. Use experts alongside real teammates, not as a replacement. They are strongest when used to surface blind spots that your team can then actively discuss and evaluate together.